- Julie Boote
- Lindsay Whipp
- Pelham Smithers
- William Nestuk
PSA Today Jan 28: Lacklustre Day / Apple Q1, Read Across to TDK, Murata / Koei Tecmo Results / Preview of TDK's Q3 / JSR, Shin-Etsu Polymer Solid Q3 / Koito Good Q3 / IHI Restructuring / M3 Rally Short Lived – Nikkei -0.60%
Japan Market Comment by Pelham Smithers, Julie Boote, Joel Scheiman, William Nestuk, and Lindsay WhippNikkei ¥20,649.00 (-¥124.56 / -0.60%); Topix ¥1,555.51 (-¥10.59 / -0.68%); ¥/$109.31
Tags: Tokyo Elec Power (9501 JT), Sony (6758 JT), Keyence (6861 JT), Tokyo Electron (8035 JT), Fanuc (6954 JT), Shin-Etsu Chemical (4063 JT), Nintendo (7974 JT), JDI (6740 JT), Subaru (7020 JT), Suzuki (7269 JT), Maruti Suzuki (MSIN IN), Apple (AAPL US), TDK (6762 JT), Murata (6981 JT), Nidec (6594 JT), Yageo m(2327 TT), Huawei (pvt.), Koei Tecmo (3635 JT), Intel (INTC US), JSR (4185 JT), Shin-Etsu Polymer (7970 JT), Koito Manufacturing (7276 JT), IHI (7013 JT), M3 (2413 JT), LINE (3938 JT)
Main Points at a Glance
• Lackluster day
• Apple Q1 Preview – Read Across to TDK, Murata
• Koei Tecmo results
• Preview of TDK’s Q3
• JSR and Shin-Etsu Polymer report solid Q3 results
• Koito rises on good Q3
• IHI gains on Nikkei report of restructuring
• M3’s share price rally proves short lived after Q3 earnings
Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods.
PSA produces both company and sector reports. The focus of PSA’s research is to identify winners and losers as new technologies impact the top and bottom lines of corporations. Critical to our research is the clear explanation of how these new technologies work and how they impact companies and industries.
The founding partners have worked closely together for twenty years and the team has more than doubled in size since 2012.
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